Properly Orchestrating the Initial Meeting

10 Steps to Setting Firm Revenue Goals (and Using These Goals to Achieve Regular Monthly Profits)

Establish a Firm Customer Service Process and See Your Profits (and Quality of Life) Dramatically Improve!

Managing a Successful Estate Planning Practice Through the Use of Metrics

How to Sell More Living Trusts Even in States Where Wills Remain Popular

Generate More Clients From Your Existing Clients – – A Tested and Proven System That Actually Works!

Convert Prospects with Other Attorneys’ Trusts Into Clients!

Successful Initial Client Interview & Closing Tips — 2-Part Series

The GREAT Debate: The Client Maintenance Plan vs. The Free Service Package

A Proven Time Management System for Estate Planning Attorneys (As Well As Other Professionals & Your Staff!)